Content Provider
Blp logo
Middlebanner excel07092024
Handout Materials
Presentation Slides
Additional Materials
Webinar Technical FAQs
Currentissuesinestateplanning bostonlegacy

WHAT YOU NEED TO KNOW ABOUT CURRENT ISSUES IN ESTATE PLANNING: 17 FOR '17

Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 30, 2017
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Series: Taxes
Course Description

This program is designed to give a high-level overview of cutting edge issues in estate planning. Topics include: why everyone should be using trusts, creditor protection with trusts, amending irrevocable trusts, drafting trust for income tax savings as well as estate tax savings, estate planning for digital assets, and the benefits of multi-generational planning.

Learning Objectives

  • Importance of focus on personal goals, in addition to tax goals

  • Minimizing capital gains taxes after death.

  • Avoiding higher trust marginal tax rates.

  • Ways of protecting family members from life challenges.

Not logged
Testimonials
Profile img default

Jacqueline, FL

"Attorney Coyne's seminar was the best Estate Presentation covering the major topics and thoroughly explaining these topics in 18 years of Estate Council membership I have only heard a few speakers with his Quality and Efficient Time Usage. Thank you Jacqueline R Maltry CPA CFE MBA"
Profile img default

Barbara, CT

"Bill Coyne is a great presenter. I learned a lot about trusts and estates, and misconceptions that people have about each of the. I want to learn more about the subject, and Bill is very knowledgable."
Profile img default

Donna, VA

"Really useful information even to those experienced with handling trusts and estates. The information was well-organized and the "Whys" were explained in addition to the "Hows" and "Whens"."
Profile img default

Perry, NY

"The class was most beneficial to all parties who wishes to assist clients with Estate Planning or help understand the need s of those who do need assistance from their Accountants"
Profile img default

Kay, IA

"Outstanding presentation; strong overview of topic, but also drilled down enough into each area to aid learning and add value. Excellent presenter and expertise! Thank you!"
Profile img default

Tonya, NH

"Yes, very informative and detailed various estate planning strategies given a one hour webinar. I would look forward to viewing another webinar presented by Mr. Coyne."
Profile img default

Susan, TX

"Bill provided up to the minute information and recommendations in dealing with estate and trust clients. I found this webinar very informative and helpful."
Profile img default

FORREST, WA

"This was one of the best webinars you've ever done. I would like to do an 8 hour webinar with this guy on the same subject, just in depth."
Show more testimonials
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin
Blp logo

William F. Coyne, Jr., Esq. is an attorney with Boston Legacy Planning LLC in Needham, Massachusetts. Bill’s practice is primarily in the areas of estate planning for individuals and business owners, legacy planning, trust settlement, and avoiding and resolving family disputes. He is a member of the National Network of Estate Planning Attorneys, and has taught at its semi-annual Collegium on topics such as income taxation of trusts, and dispute resolution. For the past several years, Bill has participated in a panel for Massachusetts Continuing Legal Education on the Massachusetts Uniform Trust Code, Trusts and Real Estate.

About Our Presenter

Blp logo

Boston Legacy Planning LLC is a law firm focusing on estate planning, business transition planning, and avoiding and resolving related disputes.  The firm was founded in 2011 by attorney William F. Coyne, Jr.

The firm’s mission is to help clients create estate plans and business transition plans that achieve their life goals for themselves and for their families.  To do this we apply the Bedrock Principles of Legacy Planning to avoid the common reasons why estate plans do not work.